>And on top of that, you get plans that never had ads before now starting to add them
It's exactly the same thing that happened with cable TV: it started out without ads, selling itself based on that feature, and then when they had lots of subscribers, they added ads.
I predicted this exact thing would happen not that long ago here on HN and other forums and people called me crazy.
Those people were probably too young to remember pre-ads cable I feel like everyone I knew who lived through that era knew it would come to streaming as well at some point.